Get in touch

How to contact us and what happens next

You can contact us by phone, by email, or with the form on this page, whichever is easiest. A real person reads every message, and we usually reply within one business day. If your question is time-sensitive, calling is fastest.

Office hours and visits

Our office hours are Monday through Friday, 9:00 a.m. to 5:00 p.m. Eastern, with evenings and weekends by appointment. Visits are by appointment so Jason can give you his full attention; you can schedule a visit online or ask us to set one up when you contact us.

Sending documents safely

Please do not email account numbers, Social Security numbers, or full statements. Use our secure document upload instead: files go to private storage rather than sitting in email inboxes. The Federal Trade Commission has helpful guidance on protecting your identity.

Contact questions

Do I need an appointment to talk to someone?

No. You can call during office hours with a quick question. For planning conversations, we schedule time so nothing is rushed.

Do you work with clients outside Jacksonville?

Most of our clients live in Northeast Florida, and many meet with us by video. If you live elsewhere, contact us and ask whether we can work with you in your state.

What should I include in my message?

A sentence or two about what is on your mind is plenty, for example a retirement date you are considering, a Social Security or pension decision, or a question about your investments. Please leave out account numbers and other sensitive details; we will ask for what we need in a secure way.

Is my message private?

Yes. Messages from this form are stored securely on our website and sent to our team only. We never sell or share your details, as described in our privacy policy.